View and export reports
Which reports are available in the "Reports" section, how to filter time ranges and export data.
Last verified: 2026-07-20
In the "Reports" section you find overview, SLA and team performance reports as well as custom reports on knowledge base, chatbot, appointments, user activity, communication, automation and storage usage. Employees (EMPLOYEE) can view reports; only CUSTOMER_ADMIN can create, edit or delete custom reports.
Step by step
- Open the "Reports" sectionNavigate via the sidebar to the "Reports" section.
- Choose a reportChoose one of the tabs: "Overview" (knowledge base/chatbot/communication/appointments), "SLA", "Team performance", or "Custom reports".
- Filter by time rangeChoose a predefined range (today, week, month, quarter) or set your own from/to range via "Custom".
- Export as CSVUse the CSV export button to download the currently shown data.
Expected result
You see the relevant metrics for the chosen time range and can download them as a CSV file.
Common error cases
I am looking for a revenue report but cannot find one.
Cause: There is currently no revenue report in the Reports section — the available reports cover usage, knowledge base, chatbot, appointments, communication, automation, storage, SLA and team performance.
Resolution: For commercial reporting, contact Zentor.
I set a schedule field on a custom report but do not receive automatic email reports.
Cause: The schedule field is saved, but there is currently no automatic dispatch — scheduled reports are not currently executed automatically.
Resolution: Retrieve the report manually as needed until automatic execution is available.
I want to download a report as PDF or Excel instead of CSV but cannot find a corresponding button.
Cause: PDF and Excel export exist on the server side but are not linked in the current interface — only the CSV export is available as a button.
Resolution: Use the CSV export; for PDF/Excel, contact Zentor.